Campaign

A campaign is a marketing activity that tailors the Components and Channels through which you can publish your content in a coordinated, strategically timed way to meet specific business goals. After you add your Contacts and set up the required Channels, you can create Campaigns to build meaningful relationships with contacts. Thus, Campaigns are useful for contact management, marketing, and sales

One of the key benefits of the Campaign workflow is the ability to define these workflows in advance and have them automatically respond to your contact and progress. This automation reduces the amount of time required for manual Contacts operation and improves the reliability of contact nurturing.

Adding Campaign

Step 1

Select the Campaigns screen -> Select the ADD function included on the screen

Step 2

  • The system will display the Campaign screen -> Proceed to enter the necessary values -> Then click SAVE to save the action you just made and move to Step 3
Explanation
  • The Name field is used to enter the name of the corresponding campaign
  • The Category field is used to select the Campaign This field data is taken from the Category screen in Setting - set in section 1.2 and only gets Categories of type Campaign
  • The Color field is used to select a recall color for later sorting and searching
  • Published field: If Yes is selected, the successfully created campaign will take Otherwise, if you choose No, the generated campaign will have no effect
  • The Start Date and End Date fields are used to select the start and end date of the campaign
  • The Description field is used to enter a description for the campaign

Step 3

After entering the necessary data and selecting SAVE, the system will display a screen on which you'll need to follow, General Details -> Draw Workflow for the corresponding campaign through the Builder function

Step 4

The system will display the Workflow builder screen -> Proceed to draw the Flow -> Then select Save to save the action just done or select Clear to delete the Workflow

*Note:

  • Drag the action fields to the design area, then release the mouse
  • Select Ctrl and scroll function to zoom in or zoom out

Viewing

Step 1

At the Campaigns screen -> Select the VIEW function corresponding to the campaign to see information

Step 2

The system will display a screen containing the corresponding information of the selected campaign

*Builder function for editing the created workflow design

Explanation
  • The Workflow tab screen will display the previously designed Workflow
  • The Action screen will show the history of how many times the action in the Workflow was run
  • Statistics screen
    • The Email Stats chart will show the number of leads sent to the corresponding email, the number of leads who read the email, and the number of leads who clicked on the link in the corresponding
    • The Point Action over time chart will show the number of leads applying Point Action in the campaign being run
    • The SMS over-time chart will show the number of leads sent by SMS in the campaign being run
  • The Leads screen will display a list of the leads belonging to the corresponding Campaign

Updating

Step 1

At the Campaigns screen -> Select the EDIT function corresponding to the campaign that needs editing information

Step 2

The system will display a screen containing the information of the corresponding campaign -> Edit the information and select the SAVE function to save the operation.

Deleting

Step 1

At the Campaigns screen -> Select the DELETE function corresponding to the campaign to delete information

Step 2

The system will display a confirmation message; when you are sure you want to delete the data line, select OK or select CANCEL to cancel the operation.